AnsweredAssumed Answered

Account Module Setup Best Approach

Question asked by Steve Sims on Sep 2, 2016
Latest reply on Sep 7, 2016 by Alan Apter

What is the best way to set up Accounts when you work with multiple industry groups that are unique but interact with one another. For example banks and schools. We have unique products for banks that schools do not use but banks support the schools through grants, product purchases, or give educational presentations to schools. Schools have unique products for the classroom but interact with banks by allowing promotions on campus or events. Contacts for the two groups interact in scheduling activities for events etc.


Should you set up all banks and schools under a single Account Module and identify them by a tag or industry group or create different Account Module for each industry. If you set them all up under a single Account Module complexities arise when you get into contracts which are entirely different and require different fields and data collection. Can you trigger different Contract Modules to be called if you are looking at a particular industry group (which means creating multiple Contract Modules) or if you set up independent Accout Modules it would seem that you have to basically duplicate an entire set up of all modules. 


Been struggling with this for some time trying to implement a new 7.7 enterprise installation.#Accounts